The IRM platform for the financial market
Intelligent investor, portfolio and relationship management. Centralize financial context, interaction history and strategic data in a 360-degree investment-oriented view.
IRM platform overview with interaction timeline and investor data
Everything to manage your investors
Features designed for the reality of the Brazilian financial market.
Investor Management
Complete registration with risk profile, suitability, assets and advanced segmentation by AuC.
Companies & Offices
Link investors to structures, manage hierarchies and view the entire portfolio.
Custom Fields
Create custom fields to capture data specific to the financial market.
Complete Timeline
Chronological history of all interactions: emails, calls, meetings and notes.
Lifecycle & Scoring
Classify investors by stage and score to prioritize service.
Advanced Filters
Search and segment investors with combined filters by any field.
Features in Detail
Each feature was designed for the reality of the Brazilian financial market.
360-Degree Investor View
All investor information in one place. Financial data, interaction history, deals and journeys.
- Complete profile with demographic and financial data
- Unified timeline of all interactions
- Linked deals and opportunities
- Organized documents and attachments
Total Customization
Adapt the platform to your process. Custom fields, configured layouts and workflows that reflect your operation.
- 200+ pre-configured data models for finance
- Custom fields by investor type
- Customizable layouts per team
- Mass import and export
Portfolio Management
View and manage your investor portfolio with integrated financial metrics.
- AUM (Assets Under Management) per investor
- Acquisition and redemption indicators
- Segmentation by product and risk profile
- Automatic movement alerts
